Algert Global’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-34,500
| Closed | -$441K | – | 410 |
|
|
2016
Q2 | $441K | Buy |
34,500
+6,925
| +25% | +$88.5K | 0.18% | 219 |
|
|
2016
Q1 | $362K | Buy |
+27,575
| New | +$362K | 0.14% | 253 |
|
|
2014
Q2 | – | Sell |
-30,407
| Closed | -$377K | – | 331 |
|
|
2014
Q1 | $377K | Sell |
30,407
-350
| -1% | -$4.34K | 0.15% | 206 |
|
|
2013
Q4 | $437K | Sell |
30,757
-1,795
| -6% | -$25.5K | 0.12% | 237 |
|
|
2013
Q3 | $412K | Hold |
32,552
| – | – | 0.12% | 228 |
|
|
2013
Q2 | $426K | Buy |
+32,552
| New | +$426K | 0.13% | 205 |
|